Celesq® Upcoming Webcasts

Date Published: 06/20/2018

2018 Critical Tax and Planning Updates for Asset Protection, Estate Planning and Taxation Lawyers

Edward D. Brown, Esq., LL.M., CPA and Jacqueline Z. Fox, Esq., LL.M. discuss latest legal and regulatory developments that have impacted the entire asset protection landscape. Topics include:
• impact of changing trends, case law and banking procedures, which portend the future treatment of asset protection trusts by the U.S. court system;
• 2018 changes in tax laws;
• tax and filing requirements; and
• selected recommendations and cautions, e.g., who should serve as protectors of an asset planning trust; where assets should be held and under whose control; what benefits and controls should a person retain with respect to trust assets; reasons why a U.S. trustee should be a part of an offshore trust; what income tax-related provisions should be in the trust instrument in light of recent changes under the new tax laws.

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